CDW vs UI
CDW Corporation vs Ubiquiti Inc. — AI-powered side-by-side comparison
CDW
CDW Corporation
54
Watch
VS
| Metric | CDW | UI |
|---|
| AI Score |
54
|
65
|
| Price |
$139.40
|
$583.90
|
| P/E Ratio |
17.02×
|
36.28×
|
| ROE |
40.9%
|
66.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
21.4%
|
46.2%
|
| Debt / Equity |
2.44×
|
0.06×
|
| Dividend Yield |
1.8%
|
0.6%
|
| RSI (14) |
58.2
|
53.6
|
| Beta |
0.94
|
1.314
|
| Expected Upside |
+1.0%
|
+39.9%
|
AI Committee View
Current Innellis committee reasoning for CDW versus UI.
UI leads by 11 points.
UI scores 65/100 (Buy) versus CDW at 54/100 (Watch).
CDW Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 2.16) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 42.6% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price-to-book of 6.8x prices in significant intangible value — Value
- Debt-to-equity of 2.16 adds balance-sheet risk to the value case — Value
- MACD histogram negative -- bearish momentum — Technical
UI Committee View
75% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical